Fisdom Portfolio Management Services (PMS)
The Wealth Edge your portfolio deserves
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Bridging the gap between investment return & investor return
Employing smart selection, strategic allocation, and adaptive timing to address performance gaps.
Bringing science & discipline to your wealth
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Selection EffectProprietary mutual fund ratings methodology forms the foundation of a robust selection framework.
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Timing EffectOptimising exposure in a nimble, timely manner across market, business and economic cycles.
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Allocation EffectDynamic asset and constituent allocation strategies to optimise across cycles.
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What differentiates us?" Fisdom's EDGE: How our PMS stands out
Effective & efficient
Effective strategies. Efficient pricing.
Dynamic allocation & selection
Model-driven selection & allocation across entire asset universe.
Growth orientation
Primarily built around a growth investing.
Endurance strategy
Resilient, sustainable risk-adjusted performance across market cycle.
Why Fisdom Portfolio Management Service (PMS)?
Unbiased approach
Our recommendations are conflict-free, as we include only direct mutual fund plans with no incentives tied to the underlying funds.
Low, performance-based fee
Our fee structure is designed to align with your success—we grow only when your wealth grows.
Institutional research
Access to institutional research infrastructure; proprietary mutual fund ratings to in-house macroeconomic surveillance desk.
Allocation expertise
In-house asset class research and proprietary allocation model time-tested across cycles.
Hybrid approach to investment management
A robust blend of data-backed and model-driven decisions layered with a high degree of fund management discretion based market intelligence.
Meet your wealth wishers
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Leadership
Subramanya S V
Co-founder & CEO, Fisdom
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Leadership
Anand Dalmia
Co-founder & CBO, Fisdom
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Principal Officer
Nirav Karkera
Principal Officer & Fund Manager, Fisdom
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Research
Sagar S Shinde
VP - Research, Fisdom